Montalvo Tax

4722 Sunrise Hwy Suite E
Massapequa Park, NY 11762

Phone:

516-590-3540

Fax:

516-590-3543

E-mail:

peter@montalvotax.com

Calculators

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Contact Us

Please feel free to contact us with any questions.

Welcome to Montalvo Tax

Committed to Helping You Achieve the Highest Return on Your Investment
Welcome and thank you for visiting our website. In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors (in our Links section).Please feel free to contact us with any questions or comments you may have - we would love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

Newsletters

Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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An Umbrella Policy Offers Extra Liability Coverage

Covers benefits of personal umbrella insurance for large liability claims.

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Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Disability Income Insurance

How much Disability Income Insurance do you need?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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